So you just got a "Someone Wants to Join Your Credit Union" email ...

Why am I getting this email? What does this mean? What now?

These are great questions! We are so excited to share with you just what this means. In effort to fulfill CUCollaborate's mission of connecting consumers with Credit Unions we created creditunionmatch.com. We've created a membership eligibility decision engine that upon a consumer answering just a few questions, we can match a consumer to one of our member credit unions that they fit within their field of membership.

So what does this mean for you? If you got an email with the subject "Someone Wants to Join Your Credit Union" that means someone came to our site and based on your FOM rules, and their answers, we've matched them your credit union. Once matched, they filled out a form and submitted that for additional information.

To track these potential new members you will need to log into your CUcollaborate software and once logged in, click on the left hand "JoinCU" and then click on "Dashboard."



At the bottom of the "Dashboard" page, you will see the individual lead, the rule that made them eligible to join and the information they submitted.



If you need to change who should get these notifications, go on the lefthand menu and click the "My Account" and then "notifications." From there, you will be able to toggle on and off who should get those notifications! If you don't see the person you are looking for, you can follow this article on how to invite your team to our software.

As always, if you have any questions, please reach out to support@cucollaborate.com.

Updated on: 10/07/2023